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According to SoSoValue data, yesterday (Eastern Time August 4) the total net inflow of Ethereum spot ETFs was $53.7474 million. The Ethereum spot ETF with the highest single-day net inflow yesterday was Blackrock ETF ETHA, with a single-day net inflow of $42.4582 million, and the historical total net inflow of ETHA has reached $11.48 billion.Next was Fidelity ETF FETH, with a single-day net inflow of $9.3424 million, and the historical total net inflow of FETH has reached $2.109 billion. As of the time of writing, the total net asset value of Ethereum spot ETFs is $10.316 billion, and the ETF net asset ratio (the market value compared to the total market value of Ethereum) is 4.56%, with a historical cumulative net inflow of $11.253 billion.

ChianCatcher news, including Ethereum Foundation's Justin Drake and five other researchers and developers, proposed draft EIP-8363 (Tapered Issuance Burn), which aims to significantly reduce validator consensus layer rewards as the ETH staking ratio increases. When the staking amount approaches 60.25 million ETH (approximately 50% of the total supply), the deduction ratio will reach 100% and will be gradually implemented over 18 months.The proposal aims to address the current situation where the staking ratio has exceeded 33%, preventing ETH from being overly concentrated in large custodial institutions and liquid staking protocols, and reducing issuance dilution. Critics, including Aave founder Stani Kulechov and Ether.Fi CEO Mike Silagadze, argue that this move could force independent validators to exit, weaken institutional demand, and impact the DeFi market. The proposal is currently still in the early draft stage and has not yet been approved or included in an upgrade.

According to AMBCrypto, the total amount of Ethereum staked has risen to a historical high of 41.4 million ETH, accounting for 34% of the total supply, with over 1.4 million ETH staked in just the past week.BitMine, owned by Tom Lee, has staked another 150,100 ETH (approximately $278 million), bringing its total staked amount to 5.07 million ETH (approximately $9.38 billion), which accounts for 87.4% of its ETH holdings; additionally, a whale address has cumulatively withdrawn and staked 112,000 ETH (over $208 million) in the past three weeks.Meanwhile, the market capitalization of stablecoins has declined by 1.6% this quarter, marking the worst quarterly performance in history, with over $6 billion in liquidity flowing out of the crypto market. The average daily spot trading volume across the market has dropped nearly 70% from the January peak to about $15 billion.

Regarding the EIP proposal submitted by the Ethereum community, Aave founder and CEO Stani Kulechov expressed opposition, stating that the proposal cannot achieve its intended goals and will instead harm Ethereum. He pointed out that the proposal would cap ETH staking rewards at 0% when the staking rate exceeds 50%, making staking rewards unpredictable and potentially unprofitable for many participants. This poses a negative factor for institutional buyers considering establishing ETH positions, as they may turn to other networks with more predictable cash flows, resulting in significant adoption costs.Stani Kulechov further stated that reducing rewards to 0 would make ETH lending strategies fundamentally unfeasible, effectively stifling ETH's lending and yield scenarios. At that point, the only reason to borrow ETH would be to short it; meanwhile, holders of ETH beta and yield may turn to other interest-bearing assets like stablecoins. He mentioned that from a personal perspective, this proposal would undermine the viability of ETH as an asset and limit its potential, hoping that the proposal would not advance. Otherwise, a large number of participants would shift their interest to other networks, emphasizing that Ethereum should not be penalized for its growth.

The Ethereum treasury company Sharplink posted on platform X that since launching the ETH treasury strategy, the company's accumulated staking rewards in Ethereum have reached 24,755 ETH.In addition, the Ethereum staking rewards obtained by the company last week amounted to 417 ETH.

The Ethereum community has submitted a new improvement proposal EIP "Tapered Issuance Burn," aimed at adjusting the ETH issuance mechanism to reduce the centralization and dilution risks brought about by excessively high staking ratios. The proposal points out that the ETH staking ratio exceeded one-third of the total supply in April 2026 and continues to grow.Under the current issuance curve, even if all ETH participates in staking, the staking yield will not be lower than approximately 1.5%, leading to a lack of a "closure mechanism" for staking incentives. This EIP proposes to destroy a portion of the theoretical rewards for validators in each epoch, with the destruction ratio increasing as the staking scale grows: when the staking rate reaches about 50%, the net staking yield will gradually drop to zero. The proposal believes that this mechanism can limit the continuous expansion of ETH supply, reduce the dilution pressure on holders, prevent excessive concentration of staking in custodial institutions and staking service providers, and maintain ETH's attributes as a neutral asset and a store of value.According to the design, under the tapered issuance mechanism, the ETH issuance will peak when the staking rate is around 20%, with an annual issuance rate of about 0.5%, and will drop to zero when the staking rate reaches 50%. Combined with the EIP-1559 and Blob fee destruction mechanisms, ETH supply may more frequently enter a deflationary state in the future. The authors of the proposal state that this plan is not aimed at individual stakers but rather corrects the long-term dilution issues brought about by the current issuance curve, allowing staking yields to ultimately be determined by market risk premiums rather than fixed algorithmic incentives.

According to official news, the Ethereum infrastructure company Blockspace has been established, aiming to improve the off-chain protocol infrastructure of Ethereum and promote more global applications to access Ethereum's block space.Blockspace stated that the core business of Ethereum is to provide block space, and currently, over 90% of Ethereum block space traffic relies on infrastructure outside the protocol, which still has gaps in economic models, reliability, performance, and service capabilities.Blockspace recently completed a round of financing, led by BlueYard Capital, with participation from ether.fi Ventures, Quasar, SharpLink Gaming, and other institutions.Blockspace indicated that in the future, it will collaborate with the Blockspace Forum and the broader Ethereum community to accelerate the construction of off-chain infrastructure in Ethereum's transaction processes, with its business model entirely relying on ETH.The company will operate and support Ethereum infrastructure, including staking services, and will earn transaction fee rewards by generating blocks through its staked ETH, with the proceeds continuing to be used for staking.

According to CryptoSlate, Italy's largest bank, UniCredit, significantly adjusted its cryptocurrency ETF holdings in the second quarter. Documents show that the bank's holdings of iShares Bitcoin Trust (IBIT) common stock decreased from 646,809 shares to 40,723 shares, a decline of 93.7%; the number of shares corresponding to the IBIT call options held decreased from 2,496,500 shares to 18,000 shares, a decline of 99.3%.At the same time, a new IBIT put option representing 500,000 shares appeared in the holdings, but the 13F document does not disclose details such as the strike price, expiration date, premium, and Delta, making it impossible to determine the bank's net options exposure or whether it is a hedging strategy. Additionally, the bank's holdings of iShares Staked Ethereum Trust increased from 116,200 shares to 349,600 shares, nearly doubling; the Bitwise Solana Staked ETF decreased from 2,817 shares to 7 shares; and the XRP Trust holdings of 712,319 shares remained unchanged.

According to Token Terminal data, the market value of tokenized U.S. Treasury bonds has reached $15.2 billion, covering 18 chains. Ethereum accounts for 43.2%, BNB Chain for 31.5%, and Stellar for 7.5%. Nearly three-quarters of tokenized U.S. Treasury bond issuance is on Ethereum and BNB Chain.

According to SoSoValue data, yesterday (Eastern Time August 3) the total net outflow of Ethereum spot ETFs was $11.4178 million.The Ethereum spot ETF with the highest single-day net inflow yesterday was Blackrock Staked ETH ETF ETHB, with a single-day net inflow of $5.7791 million, bringing the historical total net inflow of ETHB to $550 million. The second was Morgan Stanley Ethereum Trust MSSE, with a single-day net inflow of $603,300, and the historical total net inflow of MSSE reached $20.4623 million. The Ethereum spot ETF with the highest single-day net outflow yesterday was Blackrock ETF ETHA, with a single-day net outflow of $9.0303 million, and the historical total net inflow of ETHA reached $11.437 billion.As of the time of publication, the total net asset value of Ethereum spot ETFs was $10.233 billion, with an ETF net asset ratio (market value as a percentage of Ethereum's total market value) of 4.54%, and the historical cumulative net inflow has reached $11.199 billion.

According to Onchain Lens monitoring, BitMine has staked 28,800 ETH through Coinbase Prime, worth approximately $53.87 million.The company currently holds 4.8% of the total supply of 120.7 million Ethereum, 96% away from completing its 5% accumulation target. BitMine holds the largest publicly listed Ethereum treasury in the world.

In July, among the capital flows of cryptocurrency asset ETFs, the Ethereum (ETH) ETF emerged as the biggest winner, with a net inflow of $365 million for the month. Data shows that the Bitcoin ETF had a net inflow of $172.43 million in July; the Solana (SOL) ETF had a net inflow of $14.62 million; the XRP ETF had a net inflow of $27.29 million; the Chainlink (LINK) ETF had a net inflow of $4.54 million; the HBAR ETF had a net inflow of $3 million; and the LTC ETF had a net inflow of $30,400.In contrast, HYPE-related ETFs became the only products to experience net outflows, with a net outflow of $15.16 million in July. Overall, institutional capital allocation in July clearly favored the Ethereum ecosystem, with the ETH ETF attracting more capital than the BTC ETF, indicating a continued increase in market demand for Ethereum-related assets.

Tether Gold (XAU₮) investor holdings grew by 9.5% in the second quarter. As of June 30, 2026, 23:59 UTC, a total of 612,823.66 XAU₮ have been sold, an increase of 53,225.02 from the end of the first quarter, corresponding to an additional 1.66 tons of ownership in the physical gold reserves.At the end of the second quarter, the physical gold reserves for XAU₮ amounted to 707,747.139 troy ounces, approximately 22.01 tons, with a total market value of about $2.837 billion. Each XAU₮ is backed by at least one troy ounce of physical gold at a 1:1 ratio, with reserves including 1,759 London Good Delivery gold bars and small-sized gold bars, all stored in Switzerland.Tether CEO Paolo Ardoino stated that gold experienced the largest quarterly correction in 13 years in the second quarter, yet investors continued to increase their holdings of XAU₮. Tether International SA de CV purchased approximately 27.1 tons of gold in the first half of 2026, averaging 4.5 tons per month.

According to monitoring by Lookonchain, an Ethereum OG (0x087...2d14) sold 2,250 ETH after being inactive for 3 years, worth 4.15 million dollars.This OG purchased these ETH over 8 years ago at an average price of about 489 dollars.

According to SoSoValue data, the net inflow for Ethereum spot ETFs during the last trading week (Eastern Time from July 27 to July 31) was $27.42 million.The Ethereum spot ETF with the highest net inflow last week was BlackRock ETF ETHA, with a weekly net inflow of $36.62 million, bringing its total historical net inflow to $11.45 billion. The second was BlackRock ETF ETHB, with a weekly net inflow of $21.30 million, currently having a total historical net inflow of $544 million. The Ethereum spot ETF with the highest net outflow last week was Fidelity ETF FETH, with a weekly net outflow of $20.81 million, currently having a total historical net inflow of $2.1 billion.As of the time of publication, the total net asset value of Ethereum spot ETFs is $10.23 billion, with an ETF net asset ratio (market value compared to Ethereum's total market value) of 4.55%, and the historical cumulative net inflow has reached $11.21 billion.

Arthur Hayes posted on the X platform that attention should be paid to this week's Federal Reserve H.4.1 report to confirm whether the Japanese Ministry of Finance will use its U.S. Treasury bonds for repurchase in exchange for dollars, and then sell dollars to buy yen. If Bessent can increase the counterparty limit, the Federal Reserve can create money using the U.S. Treasury bonds held by the Japanese Ministry of Finance as collateral.Previously, U.S. Treasury Secretary Scott Bessent stated that both the U.S. and Japan have taken coordinated foreign exchange actions to address the "disorderly fluctuations" in the yen market.

Bitgo CEO Mike Belshe deposited 100 BTC into a public Bitcoin address, valued at approximately $6.3 million at the time, and invited the Claude model under Anthropic to attempt to transfer the funds from that address. On-chain records show that the wallet received the funds on July 31, and the balance has not been transferred out.Anthropic previously disclosed that during 141,006 cybersecurity assessment runs, 3 incidents were found, with 6 assessment sessions involving 3 models unexpectedly interacting with real organizational systems. The relevant models include Claude Opus 4.7, Claude Mythos 5, and an unpublished internal research model, due to configuration errors by third-party testing partner Irregular that caused the testing environment to connect to the internet.Anthropic stated that Claude Opus 4.7 identified a real website sharing the same name as a simulated company during one assessment, exploited weak passwords and exposed services to recover infrastructure credentials, and accessed a production database containing hundreds of records. The company claimed that the model was attempting to complete assigned tasks and was not actively breaking restrictions or pursuing independent goals. Belshe's challenge involved the Bitgo institutional custody platform, which uses multi-signature or multi-party computation technology to distribute signing authority across multiple independent keys. Anthropic has not publicly responded to this challenge.

According to SoSoValue data, yesterday (Eastern Time July 31) the total net inflow of Ethereum spot ETFs was $9.0295 million.The Ethereum spot ETF with the highest single-day net inflow yesterday was Blackrock Staked ETH ETF ETHB, with a single-day net inflow of $15.3831 million. Currently, the historical total net inflow of ETHB has reached $544 million.The Ethereum spot ETF with the highest single-day net outflow yesterday was Bitwise ETF ETHW, with a single-day net outflow of $2.5371 million. Currently, the historical total net inflow of ETHW has reached $382 million.As of the time of writing, the total net asset value of Ethereum spot ETFs is $10.229 billion, with an ETF net asset ratio (market value as a percentage of Ethereum's total market value) of 4.55%. The historical cumulative net inflow has reached $11.210 billion.

According to Jinshi reports, Federal Reserve official Barkin stated that he is unsure whether he will support the interest rate hike proposal put forward by the three dissenters.